290 - Bruno Caron and Anthony McSwieney on Navigating the Insurance Rating Landscape
That Annuity Show
In this episode of That Annuity Show, Bruno Caron and Anthony McSwieney of CM Risk Consulting discuss the evolving insurance rating environment and the role of capital, reinsurance, and business strategy in the rating process. Anthony draws on his background in bank treasury and asset-liability management, as well as 16 years at AM Best, while Bruno brings his experience across the insurance industry and product strategy. The conversation explores how insurers communicate their strategies to rating agencies and examines topics including BCAR and RBC, capital quality, operational risk, surplus...
info_outline
289 - Embracing Empathy and Innovation in Insurance with Maria Ferrante-Schepis
That Annuity Show
Empathy can play an important role in helping clients move from recognizing a need to feeling ready to take action. In a recent episode of The Annuity Show, Maria Ferrante-Schepis, founder of Think Worthy Consulting, discussed how insurance professionals can better understand the “invisible wall” between unmet need and concept of negative demand. Her perspective: education alone may not be enough. Meaningful two-way conversations can help advisors better understand client concerns, build trust, and support more informed decision-making. As...
info_outline
288 - The DOL Fiduciary Rule: Where Things Stand Today
That Annuity Show
What do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry. Joining the conversation are Eric Lund Marhoun, Senior Counsel at Nassau Financial Group, and Kent Mason, Partner at Davis & Harman LLP. They discuss the evolution of the fiduciary rule, recent court decisions, the role of industry organizations in the regulatory process, and practical...
info_outline
287 - The Future of Claims Processing: Insights from Brent Williams
That Annuity Show
Brent Williams, CEO of Benekiva, shares his journey from managing a large financial advisory firm to founding a claims automation company. He discusses industry challenges like legacy systems, fragmented data, and the transformative potential of AI in claims processing, emphasizing a human-centered approach to technology. Learn more about Benekiva: Tune into TAS for additional episodes:
info_outline
286 - Nassau’s CIO on Inflation, Interest Rates, and the Economic Impact of AI
That Annuity Show
In this episode of the That Annuity Show, Nassau Financial Group’s Chief Investment Officer, Joe Orofino, joins Tisa Rabun-Marshall and Mark Fitzgerald to discuss current economic trends and the factors shaping today’s investment landscape. The conversation explores inflation, interest rate movements, and how developments such as artificial intelligence and global trade policies may influence markets, investment strategies, and consumer behavior. Listeners will gain perspective on market volatility, duration strategies, and the broader economic signals investors are watching. Learn...
info_outline
285 - AI and Tech: What's Next for Annuities? Insights from David Novak
That Annuity Show
This episode of That Annuity Show brings together Paul Tyler, Bruno Caron, Tom Buckingham, James Wong and featured guest David Novak, CEO and Founder, Annuities Genius for a candid discussion on the intersection of AI and annuities. From conference insights to next-generation tools, they delve into how technology is reshaping client engagement, driving operational efficiency, and setting the stage for the industry’s next wave of innovation. Learn more at
info_outline
284 - Qiyun Cai on Why Insurance Agencies Leave Money on the Table (And How to Fix It)
That Annuity Show
Summary In this episode of That Annuity Show, Paul Tyler and Bruno Caron engage with Qiyun Cai, founder and CEO of Fintary, to discuss the challenges and innovations in the insurance industry, of managing and optimizing compensation and revenue. Qiyun shares her background in insurance and technology, explaining how Fintary aims to streamline revenue growth through flexible compensation structures and automation. The conversation delves into the complexities of multi-level distribution, the importance of data integration, and the need for modern solutions in a traditionally fragmented...
info_outline
283 - Portable, Bundled, Digital: Life Insurance for the Next Generation with Capgemini's Sam Chow
That Annuity Show
In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron talk with Samantha Chow from Capgemini to discuss the findings of the World Life Insurance Report. They explore consumer sentiment towards life insurance, the challenges of product design, and the importance of education in the industry. The conversation highlights global trends, the impact of societal shifts on insurance needs, and the necessity for flexible, bundled products that cater to the modern consumer. The role of technology and digital engagement in transforming the insurance landscape is also...
info_outline
282 - Hot Markets, Smarter Machines: Ken Leibow at LIMRA
That Annuity Show
Live from the LIMRA Annual Conference, hosts Paul Tyler and guest co-host, Tom Rios sit down with Ken Leibow of InsurTech Express—a relentless chronicler of what’s actually working across carriers and vendors. Ken breaks down the shift from AI talk to agentic AI doing, with underwriting workbenches embedding decision engines, Rx/MIB data, and scoring to move closer to instant decisions at point of sale. He maps today’s reality in service and claims—AI clearing level-one while humans handle complexity—and explains why annuities and RILAs remain red-hot despite cooling...
info_outline
281 - Live from LIMRA - Next-Gen Policy Delivery and The Future of Carrier Communications
That Annuity Show
Live from the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios explore the future of carrier communications with Stephanie Warren and Tim Mader of O’Neil Digital Solutions. The conversation looks beyond today’s PDFs to a unified, intelligent platform where print and digital are orchestrated together—with auto-failover (email → mail), real-time delivery confirmation for agents, and 10-year, regulation-ready audit trails. They sketch what’s next: dynamic, personalized content (QR codes,...
info_outlineWhat do recent legal and regulatory developments mean for financial professionals? In this episode, we examine the current status of the Department of Labor's fiduciary rulemaking efforts, the related litigation, and the implications for advisors, insurers, and the broader financial services industry.
Joining the conversation are Eric Lund Marhoun, Senior Counsel at Nassau Financial Group, and Kent Mason, Partner at Davis & Harman LLP. They discuss the evolution of the fiduciary rule, recent court decisions, the role of industry organizations in the regulatory process, and practical considerations for navigating today's compliance environment.
The discussion also explores documentation, client communications, and the potential role of technology, including AI, in supporting compliance practices. While the current regulatory framework has evolved through recent legal developments, future legislative, regulatory, or judicial actions may continue to shape the landscape.
This episode is intended for educational purposes only and should not be considered legal or regulatory advice. Financial professionals should consult their firm's compliance department or legal counsel regarding specific situations.